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Monday, 12 August 2013

I was exporting my banking transactions the other day. It's a much more tedious process than it has to be and after using this for years and not seeing any updates to the site I thought I'd send some feedback - written as stories:

As an Online Banking Customer, I want the system to remember my export preferences so that I can efficiently export my transactions ­

currently I have to set everything every time (even if you navigate from a selected account, you still have to pick an account) ­

file format (i.e CSV) ­

date format (dd/mm/yycc)

As an Online Banking Customer, I want to export transactions for all my accounts in one go so that I can efficiently export my transactions ­ so I don't have to do them one at a time

ideally multiple accounts in one file

As an Online Banking Customer, I want to be able to access more than 12 months worth of transactions so that I don't have to export so often. ­

not much history is available online ­and transactions can easily be lost if you don't remember to export frequently enough

And after getting confirmation of my feedback - where everything was on a single line of text without any of the formatting I used:

As an online user, I want formatting to be preserved when I provide feedback so that it can be clearly read and understood. ­

my last feedback suggestion removed all cr/lf so it was all printed on one line and not clearly readable ­

perhaps you could use the markdown format (customers wouldn't need to know, but it may provide an easily way to have some formatting without complicating things)

I was surprised to get a response - most companies don't bother. They reckon they'll be updating the site this year or next year - sounds like a BIG BANG approach, after not much in the way of incremental improvements for years. I guess I'll just have to continue with the tedium for a while yet.

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